Vice President, Client Enablement

Overview

Vice President, Client Enablement role to join our Client Services Group (Pershing). This role is located in Jersey City, NJ .

Responsibilities

• Lead and coordinate the end-to-end transition process for new and converting advisor firms.
• Manage the overall transition plan, project timeline, open items, and cross-functional coordination needed to support a smooth onboarding and asset transfer experience.
• Partner with internal teams and client stakeholders to support discovery, operational setup and technology and third-party integrations.
• Coordinate asset reviews and discuss account opening requirements, investor documentation, and training coordination.
• Manage and drive the implementation and set-up of products and services by coordinating across internal and external stakeholders transition tracking.
• Drive communication throughout the Enablement lifecycle, troubleshoot issues, and ensure all parties remain aligned on milestones, deliverables, and expectations.
• Travel for client meetings and required business purposes, approximately 10% of the time.

Qualifications

• 6-8 years of total work experience preferred.
• Strong project management skills, attention to detail, and the ability to manage multiple moving parts in a high-touch client environment.
• Experience in financial services, client onboarding, account transitions, operations, or implementation/project management roles.
• Comfortable managing timelines, coordinating across teams, and working directly with clients in a fast-paced environment.
• Experience supporting account conversions, onboarding, or transition events in a financial services environment.
• Strong understanding of account opening processes, documentation requirements, and operational workflows.
• Ability to manage project plans, track open items, and coordinate multiple stakeholders.
• Experience working with client communications, training delivery, and issue resolution.
• Familiarity with technology integrations, third-party manager setups, and service-related operational support.
• Strong organizational skills and the ability to identify and escalate complex account scenarios.
• A client-focused mindset with the ability to communicate clearly, build trust, and drive progress.
• Openness to travel, approximately 10%.
• Series 99 or ability to obtain within 6 months.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.